Allworth Financial LP Reduced Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUDM
Nuveen Esg International Devel

ETFs
-1.02K
- 69.48%
$29.75 - $33.12 $30.4K - $33.8K
449 $14K
SITE
Site One Landscape Supply, Inc.

Industrials
-213
- 59.17%
$120.25 - $147.7 $25.6K - $31.5K
147 $17K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.88K
- 20.24%
$18.46 - $19.19 $34.6K - $36K
7.39K $141K
VNQ
Vanguard Specialized Funds Van

ETFs
-779
- 2.75%
$85.55 - $94.34 $66.6K - $73.5K
27.6K $2.5M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-541
- 62.11%
$33.63 - $49.79 $18.2K - $26.9K
330 $12K
LADR
Ladder Capital Corp

Real Estate
-2.64K
- 87.75%
$10.81 - $11.87 $28.5K - $31.3K
368 $4K
NFE
New Fortress Energy Inc.

Utilities
-1.76K
- 85.58%
$8.31 - $16.3 $14.6K - $28.6K
296 $2K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-683
- 67.29%
$42.36 - $43.8 $28.9K - $29.9K
332 $14K
URA
Global X Uranium ETF

ETFs
-1.01K
- 75.19%
$22.92 - $30.98 $23.1K - $31.3K
333 $7K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-491
- 5.9%
$39.81 - $42.17 $19.5K - $20.7K
7.84K $314K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-266
- 3.69%
$50.25 - $55.9 $13.4K - $14.9K
6.94K $356K
WHR
Whirlpool Corp

Consumer Cyclical
-129
- 19.43%
$88.58 - $133.14 $11.4K - $17.2K
535 $48K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-3.2K
- 91.43%
$8.38 - $8.86 $26.8K - $28.4K
300 $2K
AVXL
Anavex Life Sciences Corp.

Healthcare
-314
- 2.75%
$7.85 - $13.46 $2.46K - $4.23K
11.1K $95K
NJR
New Jersey Resources Corp

Utilities
-2.08K
- 6.66%
$45.25 - $49.37 $94.2K - $103K
29.2K $1.43M
PKI
Perkinelmer Inc

Healthcare
-229
- 16.59%
N/A
1.15K $139K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-248
- 0.86%
$10.61 - $16.49 $2.63K - $4.09K
28.5K $354K
KOMP
Spdr S&P Kensho New Economies

ETFs
-471
- 37.5%
$46.49 - $54.36 $21.9K - $25.6K
785 $36K
MTN
Vail Resorts Inc

Consumer Cyclical
-61
- 9.23%
$153.58 - $184.72 $9.37K - $11.3K
600 $96K
VOX
Vanguard Communication Service

ETFs
-67
- 2.56%
$147.73 - $169.24 $9.9K - $11.3K
2.55K $378K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-2.82K
- 73.63%
$9.62 - $10.03 $27.2K - $28.3K
1.01K $9K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-298
- 36.03%
$77.0 - $93.47 $22.9K - $27.9K
529 $44K
CNQ
Canadian Natural Resources LTD

Energy
-825
- 17.02%
$26.72 - $32.74 $22K - $27K
4.02K $123K
ENTG
Entegris Inc

Technology
-191
- 24.18%
$87.48 - $109.53 $16.7K - $20.9K
599 $52K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-654
- 46.55%
$28.62 - $36.65 $18.7K - $24K
751 $21K
PATH
Ui Path, Inc.

Technology
-999
- 14.98%
$9.97 - $15.19 $9.96K - $15.2K
5.67K $58K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-1.5K
- 76.53%
$12.87 - $15.85 $19.3K - $23.7K
459 $5K
BBY
Best Buy CO Inc

Consumer Cyclical
-20
- 1.09%
$70.3 - $91.1 $1.41K - $1.82K
1.81K $133K
FTLS
First Tr Long/Short Equity ETF

ETFs
-300
- 10.76%
$63.42 - $68.17 $19K - $20.5K
2.49K $159K
IRDM
Iridium Communications Inc.

Communication Services
-536
- 9.33%
$26.87 - $32.66 $14.4K - $17.5K
5.21K $142K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
-511
- 75.04%
$25.03 - $42.15 $12.8K - $21.5K
170 $4K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-177
- 70.52%
$120.5 - $145.97 $21.3K - $25.8K
74 $9K
TRP
Tc Energy Corp

Energy
-538
- 27.72%
$44.29 - $49.27 $23.8K - $26.5K
1.4K $66K
FSLY
Fastly, Inc.

Technology
-2.28K
- 77.75%
$6.33 - $10.92 $14.4K - $24.8K
651 $4K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-156
- 10.68%
$68.07 - $78.99 $10.6K - $12.3K
1.3K $88K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-632
- 73.92%
$30.17 - $34.97 $19.1K - $22.1K
223 $6K
SHC
Sotera Health CO

Healthcare
-1.61K
- 91.06%
$11.28 - $13.95 $18.2K - $22.5K
158 $1K
BNS
Bank Of Nova Scotia

Financial Services
-365
- 57.12%
$47.21 - $53.7 $17.2K - $19.6K
274 $12K
NGD
New Gold Inc.

Basic Materials
-9.42K
- 90.4%
$2.54 - $3.71 $23.9K - $34.9K
1K $3K
TECK
Teck Resources LTD

Basic Materials
-301
- 11.34%
$36.43 - $43.86 $11K - $13.2K
2.35K $85K
BDX
Becton Dickinson & CO

Healthcare
-188
- 1.84%
$222.79 - $249.08 $41.9K - $46.8K
10K $2.3M
CNI
Canadian National Railway CO

Industrials
-78
- 2.5%
$95.46 - $106.79 $7.45K - $8.33K
3.05K $296K
DFS
Discover Financial Services

Financial Services
-55
- 1.14%
$152.99 - $203.25 $8.41K - $11.2K
4.77K $813K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-445
- 47.04%
$37.35 - $43.35 $16.6K - $19.3K
501 $18K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-1.96K
- 75.07%
$8.61 - $10.05 $16.8K - $19.7K
650 $5K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1
- 0.06%
$38.18 - $50.93 $38.2 - $50.9
1.65K $63K
LUMN
Lumen Technologies, Inc.

Communication Services
-675
- 5.23%
$3.92 - $5.92 $2.65K - $4K
12.2K $47K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-159
- 3.92%
$17.57 - $25.81 $2.79K - $4.1K
3.89K $71K
PHM
Pultegroup Inc

Consumer Cyclical
-52
- 2.07%
$101.09 - $118.51 $5.26K - $6.16K
2.46K $252K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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